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Morgan Stanley

2,484 hedge funds and large institutions have $218B invested in Morgan Stanley in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,041 increasing their positions, 932 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $240B → $218B (-$21.9B)

25% less funds holding in top 10

Funds holding in top 10: 6045 (-15)

28% less call options, than puts

Call options by funds: $2.43B | Put options by funds: $3.35B

Holders
2,484
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.43B
Puts
$3.35B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1876
Consilio Wealth Advisors
Washington
$325K
WA
1877
WP Advisors
California
$324K
PWP
1878
Phillips Wealth Planners
Mississippi
$324K
SFGM
1879
Stonebridge Financial Group (Missouri)
Missouri
$323K
LCWP
1880
Legacy Capital Wealth Partners
Arkansas
$322K
TLFA
1881
True Link Financial Advisors
California
$322K
CFS
1882
Commonwealth Financial Services
West Virginia
$322K
TA
1883
TruWealth Advisors
Louisiana
$321K
NAM
1884
NTV Asset Management
West Virginia
$321K
SEP
1885
Southland Equity Partners
Missouri
$321K
TCMP
1886
Thrive Capital Management (Pennsylvania)
Pennsylvania
$320K
TCM
1887
Traynor Capital Management
Pennsylvania
$320K
JC
1888
JB Capital
Connecticut
$319K
WA
1889
Wealth Alliance
New York
$318K
AAG
1890
Asset Advisory Group
New Jersey
$318K
PWAM
1891
Private Wealth Asset Management
Iowa
$318K
PS
1892
Portfolio Strategies
New York
$318K
LT
1893
Legacy Trust
Michigan
$318K
NRS
1894
Neville Rodie & Shaw
New York
$317K
VHAM
1895
Van Hulzen Asset Management
California
$317K
FFC
1896
Frederick Financial Consultants
Maryland
$316K
GHA
1897
Granite Harbor Advisors
Texas
$316K
FC
1898
Fusion Capital
South Carolina
$316K
JCM
1899
J2 Capital Management
Michigan
$316K
FCA
1900
FLC Capital Advisors
California
$316K